360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular vs Kotak ELSS Tax Saver Fund compare
Kotak ELSS Tax Saver Fund-Scheme-Growth
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Fund | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6493 Cr | ₹89 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Nov 2005 | 28 Dec 2022 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 TRI |
Turn Over | 14.27% | % |
Expense Ratio | 1.77 | 0.52 |
Manager | Harsha Upadhyaya | Parijat Garg |
ISIN Code | INF174K01369 | INF579M01AL6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Month | -1.81% | -2.45% |
6 Month | 7.67% | 7.4% |
1 Year | -3.33% | 0.78% |
3 Year | 17.52% | - |
5 Year | 21.9% | - |
SIP Return Analysis
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
6 Month | 5.36% | 3.33% |
1 Year | 4.78% | 5.91% |
3 Year | 15.3% | - |
5 Year | 16.77% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
1 Year | 12.67% | 23.32% |
3 Year | 13.12% | - |
5 Year | 13.21% | - |
Risk Management
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.43% | - |
Sharp | 1.06% | - |
Beta | 0.92% | - |
Alpha | 1.81% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Name | Harsha Upadhyaya | Parijat Garg |
Total AUM | ₹139411 Cr | ₹151 Cr |
Funds Managed | 11 | 2 |
Kotak ELSS Tax Saver Fund-Scheme-Growth | 360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 3.84 | 3.78 |
Large Cap | 71.77 | 95.1 |
Mid Cap | 16.66 | 1.12 |
Small Cap | 7.73 | - |
Sector Allocation
Scheme Name |
Kotak ELSS Tax Saver Fund-Scheme-Growth |
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth |
---|---|---|
Others | 0.26 | 0.82 |
Communication Services | 4.66 | 4.63 |
Energy | 6.66 | 10.91 |
Financial Services | 30.17 | 37.04 |
Technology | 10.65 | 11.14 |
Consumer Cyclical | 9.37 | 11.07 |
Healthcare | 4.37 | 3.58 |
Consumer Defensive | 4.61 | 6.46 |
Industrials | 13.24 | 5.92 |
Basic Materials | 10.26 | 5.89 |
Utilities | 5.77 | 2.53 |
Top Comparisons
LIC Nifty Next 50 Index Fund Growth
3Y Returns17.75%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns17.75%
HDFC Income Fund - Growth Option
3Y Returns7.47%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.42%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.02%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.93%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns16.67%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.57%